Abet Chichi2

[chichi2]

Polysilicon field

Major polysilicon manufacturers include Hemlock Semiconductor, Wacker Chemie, REC, Tokuyama, MEMC, Mitsubishi (Japan and America) and Sumitomo-Titanium, as well as several small sites in China and CIS. The first 7 companies cover over 75% of the worldwide production capacity of polysilicon (2006).

To answer your question will take a few years of watching and reading. Leaders eventually emerge, but me thinks the quest will be won by some Solar company buying or merging to create the ultimate combination, altho Polysilicon will have more uses than Solar... major users too in Electronic firms, most of them have studied this field too.

http://www.marketwatch.com/news/story/solar-panel-makers-scramble-lock-polysilicon/story.aspx?guid=%7B2A4F31B4-46E3-4C56-AA0B-820A13FE0826%7D

http://www.huffingtonpost.com/eben-esterhuizen/how-to-turn-the-polysilic_b_69624.html

http://www.mpsac.com/

http://www.wacker.com/cms/en/wacker_group/divisions/polysilicon/polysilicon.jsp

Polysilicon crunch (2007)
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A number of solar panel makers have gone public the past 18 months. Many earmarked IPO proceeds for polysilicon in deals called “pre-payments.”
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 Company        Ticker IPO proceeds   Polysilicon pre-pays  
 JA Solar       JASO   $259 mln       $120 mln  
 SunTech Power  STP    $455 mln       $100 mln  
 Canadian Solar CSIQ   $115 mln       $30 mln  
 SolarFun Power SOLF   $150 mln       $50 mln  
 Trina Solar    TSL    $107 mln       $30 mln  
 

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Data: Thomson Financial / company reports

http://en.wikipedia.org/wiki/Polysilicon